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Vanguard US Quality Factor ETF

69 hedge funds and large institutions have $126M invested in Vanguard US Quality Factor ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+12
Holders Change %
+21.05%
% of All Funds
1.01%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
17
Increased
17
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GA
26
GSG Advisors
New Jersey
$516K +$1.98K +16 +0.4%
SFS
27
Security Financial Services
Indiana
$480K -$759 -6 -0.2%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$473K -$19.8K -156 -4%
UBS Group
29
UBS Group
Switzerland
$411K +$263K +2,077 +178%
SAM
30
Synergy Asset Management
Washington
$399K +$399K +3,153 New
DWP
31
Destiny Wealth Partners
Florida
$386K
NL
32
NWAM LLC
Washington
$365K +$6.58K +52 +2%
IFA
33
Interactive Financial Advisors
Illinois
$359K -$110K -2,161 -24%
CJ
34
Caitlin John
Michigan
$351K +$351K +2,775 New
KCM
35
Kathmere Capital Management
Pennsylvania
$317K +$2.02K +16 +0.6%
WCFA
36
Walkner Condon Financial Advisors
Wisconsin
$299K
CCA
37
Cobblestone Capital Advisors
New York
$278K -$31.6K -250 -10%
SAM
38
Secure Asset Management
Michigan
$272K -$20.4K -161 -7%
Cerity Partners
39
Cerity Partners
New York
$265K -$6.83K -54 -3%
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$252K -$1.27K -10 -0.5%
CAG
41
Compass Advisory Group
New York
$244K -$17.3K -137 -7%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$214K +$214K +1,695 New
Creative Planning
43
Creative Planning
Kansas
$210K +$210K +1,662 New
Osaic Holdings
44
Osaic Holdings
Arizona
$123K -$29.7K -235 -19%
BHWM
45
Beaird Harris Wealth Management
Texas
$122K -$1.14K -9 -0.9%
Morgan Stanley
46
Morgan Stanley
New York
$118K +$68.4K +541 +138%
CFFP
47
Center for Financial Planning
Michigan
$114K
LIWM
48
Long Island Wealth Management
New York
$108K +$108K +852 New
Comerica Bank
49
Comerica Bank
Texas
$103K
PS
50
Principal Securities
Iowa
$90.6K +$90.6K +716 New